+7,629.5%
CCEP vs HAS
+4,678.1%
+2,951.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +2.9% | +1.6% |
| 7D | +5.7% | 0.0% | +5.7% | +5.7% |
| 30D | +15.3% | +31.3% | -16.0% | +8.9% |
| 3M | +8.0% | +32.1% | -24.1% | +1.8% |
| 6M | +26.7% | +28.1% | -1.4% | +19.8% |
| YTD | +30.7% | +49.1% | -18.4% | +19.3% |
| 1Y | +36.5% | +60.5% | -24.0% | +22.7% |
| 3Y | +111.1% | +183.9% | -72.7% | +64.3% |
| 5Y | +149.7% | +51.2% | +98.5% | +119.2% |
| 10Y | +305.3% | +105.3% | +200.1% | +221.8% |
| All | +7,629.5% | +4,678.1% | +2,951.4% | +2,638.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling